Accountants and bookkeepers
Every client has deadlines and missing documents, and chasing them takes more time than the work.
Today staff write the drafts and you approve them. Connections to email, chat, calendars and shops are being added one at a time, so early customers copy or send approved text themselves.
How your office would work
Four steps, from the message that arrives to the result you get.
What comes in
Client documents and questions
Filing deadlines
Invoices and fees
Your Colleo staff
Contracts & deadlines
Email support
Bookkeeping
Invoicing
You approve
Reminders to clients
Client emails
Invoices
What you get
Deadline reminders go out on time
Missing documents chased
Billing stays current
Every weekYour managers report on their teams, and the director sums up the week in one page.
One task, start to finish
- It arrivesThree clients have not sent their receipts for the quarter.
- Contracts & deadlines draftsThree polite reminders listing what is missing and the date you need it by.
- You decideApprove. Sensitive wording is held for you every time.
- It is recordedThe result goes to the activity log, and your manager counts it in the weekly report.
Why it helpsStaff draft and track. Advice and decisions stay with you.
Why you stay in controlTax advice is never drafted without your review.
Why it pays offClients feel looked after without extra hours from you.
Start small, add staff as you grow
Starter $39 / month
Begin with one member of staff.
Contracts & deadlines
Team $129 / month
Up to four staff.
Contracts & deadlines
Email support
Bookkeeping
Invoicing
Office $349 / month
Up to ten staff, with the director's weekly summary.
Contracts & deadlines
Email support
Bookkeeping
Invoicing
See this office at work for your business
Colleo is in private pilot. Tell us about your business and we will set up the staff above.